AO
WBA
Advisor OS’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,770
| Closed | -$212K | – | 409 |
|
2024
Q1 | $212K | Buy |
9,770
+274
| +3% | +$5.94K | 0.02% | 367 |
|
2023
Q4 | $248K | Buy |
9,496
+185
| +2% | +$4.83K | 0.03% | 287 |
|
2023
Q3 | $207K | Buy |
9,311
+64
| +0.7% | +$1.42K | 0.03% | 274 |
|
2023
Q2 | $263K | Buy |
9,247
+357
| +4% | +$10.2K | 0.04% | 251 |
|
2023
Q1 | $307K | Sell |
8,890
-9
| -0.1% | -$311 | 0.07% | 189 |
|
2022
Q4 | $332K | Buy |
8,899
+74
| +0.8% | +$2.77K | 0.09% | 173 |
|
2022
Q3 | $277K | Buy |
8,825
+83
| +0.9% | +$2.61K | 0.08% | 166 |
|
2022
Q2 | $331K | Buy |
+8,742
| New | +$331K | 0.1% | 167 |
|
2022
Q1 | – | Sell |
-9,230
| Closed | -$481K | – | 251 |
|
2021
Q4 | $481K | Buy |
9,230
+58
| +0.6% | +$3.02K | 0.1% | 171 |
|
2021
Q3 | $432K | Buy |
9,172
+1,856
| +25% | +$87.4K | 0.09% | 164 |
|
2021
Q2 | $385K | Buy |
7,316
+50
| +0.7% | +$2.63K | 0.08% | 166 |
|
2021
Q1 | $399K | Buy |
7,266
+52
| +0.7% | +$2.86K | 0.09% | 134 |
|
2020
Q4 | $288K | Sell |
7,214
-34
| -0.5% | -$1.36K | 0.08% | 111 |
|
2020
Q3 | $261K | Buy |
+7,248
| New | +$261K | 0.11% | 87 |
|